Client Services Associate - Relationships
Company
Location
Leeds, England, United Kingdom
Posted At
8/19/2025
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Description
Job Type
Permanent
Closing Date
13/09/2025
Schroders Personal Wealth aims to improve the way financial advice is offered, by making it more affordable, accessible and powerful for more people. We want to change lives for the better.
To enhance the client-adviser relationship by providing proactive support to both clients and Personal Wealth Advisers. This involves timely and high-standard responses to requests, pro-active client contact to build strong relationships and contributing significantly to client satisfaction and adherence to the company’s values and behaviours. As the first point of contact for our clients, the Client Services Associate will be responsible for understanding how we can help our existing and potential clients, championing best in class client service, alongside accurate, organised, collaborative delivery of required relationship focused tasks.
Location: National
Job Type: Permanent, Full-Time
Salary: National - £27,228 - £29,950 London - £ 34,297 - £37,727
As a Client Services Associate in our Relationships team, you are passionate about enhancing client-adviser relationships and providing the best-in-class service. With us, you will have the opportunity to showcase your dynamic approach to addressing our client’s needs. At SPW, we are looking for a Client Services Associate who is proactive, client-focused, and ready to contribute significantly to client satisfaction. You will be the first point of contact for our clients, playing a crucial role in understanding their goals and proactively reaching out to maintain strong relationships.
Your responsibilities will include:
This job vacancy may close earlier than the advertised date if a suitable candidate is found. We encourage interested applicants to submit their applications as soon as possible.
Some fantastic benefits SPW colleagues enjoy:
We support flexible working:
At SPW, we know how important it is to be able to achieve a balance. We want to support your lifestyle as well as meeting our business needs, so will always aim to be flexible. As well as traditional working patterns, we have colleagues who work informal flexible hours, reduced working hours, and have job-sharing arrangements. Many colleagues work from home, or in a hybrid way.
Ready to restart your career?
We warmly welcome applications from those returning to work after a period of leave, providing appropriate support and training where required.
You belong here:
At SPW, we embrace individuality and diversity of identity, experience, and thought. We actively strive for inclusive behaviours and actions, making appropriate adjustments for disabilities, health conditions and neurodiversities. We ensure equal opportunities for all and transparently report on gender pay to promote fairness.
Schroders Personal Wealth operates under the Senior Managers and Certification Regime as a solo-regulated firm and if this role is classed as a Certified Role under that regime you will be subject to enhanced vetting and will have a number of additional conduct and regulatory duties to adhere to, as well as certifying at least annually that you are fit and proper to perform this role.
Permanent
Closing Date
13/09/2025
Schroders Personal Wealth aims to improve the way financial advice is offered, by making it more affordable, accessible and powerful for more people. We want to change lives for the better.
To enhance the client-adviser relationship by providing proactive support to both clients and Personal Wealth Advisers. This involves timely and high-standard responses to requests, pro-active client contact to build strong relationships and contributing significantly to client satisfaction and adherence to the company’s values and behaviours. As the first point of contact for our clients, the Client Services Associate will be responsible for understanding how we can help our existing and potential clients, championing best in class client service, alongside accurate, organised, collaborative delivery of required relationship focused tasks.
Location: National
Job Type: Permanent, Full-Time
Salary: National - £27,228 - £29,950 London - £ 34,297 - £37,727
As a Client Services Associate in our Relationships team, you are passionate about enhancing client-adviser relationships and providing the best-in-class service. With us, you will have the opportunity to showcase your dynamic approach to addressing our client’s needs. At SPW, we are looking for a Client Services Associate who is proactive, client-focused, and ready to contribute significantly to client satisfaction. You will be the first point of contact for our clients, playing a crucial role in understanding their goals and proactively reaching out to maintain strong relationships.
Your responsibilities will include:
- Proactively contacting clients to understand their needs, provide support, and develop strong relationships.
- Handling enquiries and requests efficiently, ensuring a high level of service, and maintaining accurate and confidential client records.
- Working closely with Personal Wealth Advisers to support clients' goals and objectives, assist with diary management, and improve service delivery.
- Ensuring adherence to all regulatory requirements and company policies.
- Ensure every action benefits our clients, challenging ourselves to think differently and find new ways to help.
- Engage prospect clients, position the SPW value proposition, and support them into the advice journey.
- Build rapport quickly and converse professionally with clients and colleagues.
- Strong Communication: Clear and understandable articulation of information.
- Client Centricity: Proactive approach to anticipating and addressing client needs.
- Attention to Detail: Precision in handling client data and financial documents.
- Problem-Solving: Effective resolution of client issues.
- Time Management: Proficiency in managing multiple tasks and meeting deadlines.
- Adaptability: Flexibility to adjust to changing client needs and industry trends.
- Teamwork: Collaborative spirit to work with various departments and contribute to team objectives.
This job vacancy may close earlier than the advertised date if a suitable candidate is found. We encourage interested applicants to submit their applications as soon as possible.
Some fantastic benefits SPW colleagues enjoy:
- Generous Holiday Entitlement: 30 days of annual leave plus bank holidays, with the option to buy or sell 5 days.
- Health & Wellbeing: Company-paid Private Medical Insurance, Life Insurance, and Health Screening.
- Company Pension Contribution: A matched pension contribution of up to 15% of your base pay.
- Cash Allowance: Flexible allowance to spend on additional benefits personal to you, including: dental cover, paid sabbatical leave, gym membership, menopause support.
- Bonus Opportunity: Dependent on individual/company performance (eligible after 3 months’ service)
- Financial Advice: Access to free financial advice to help secure your financial future.
We support flexible working:
At SPW, we know how important it is to be able to achieve a balance. We want to support your lifestyle as well as meeting our business needs, so will always aim to be flexible. As well as traditional working patterns, we have colleagues who work informal flexible hours, reduced working hours, and have job-sharing arrangements. Many colleagues work from home, or in a hybrid way.
Ready to restart your career?
We warmly welcome applications from those returning to work after a period of leave, providing appropriate support and training where required.
You belong here:
At SPW, we embrace individuality and diversity of identity, experience, and thought. We actively strive for inclusive behaviours and actions, making appropriate adjustments for disabilities, health conditions and neurodiversities. We ensure equal opportunities for all and transparently report on gender pay to promote fairness.
Schroders Personal Wealth operates under the Senior Managers and Certification Regime as a solo-regulated firm and if this role is classed as a Certified Role under that regime you will be subject to enhanced vetting and will have a number of additional conduct and regulatory duties to adhere to, as well as certifying at least annually that you are fit and proper to perform this role.
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